topic Re: "Feedback" in Get your taxes done using TurboTax

"Feedback"

clayonthompson — Fri, 08 Jul 2022 15:35:29 GMT

Will i be able to attach a PDF file to my 2022 corporate tax return? I need to attach a sec 351 attachment and that is not an option in the software currently. I will need to file my return on another platform if this will still not be available.

Re: "Feedback"

Anonymous_ — Fri, 08 Jul 2022 15:44:08 GMT

TurboTax Business does not support PDF, or other, attachments beyond the Form 8453 variants.

Re: "Feedback"

fanfare — Fri, 08 Jul 2022 16:21:08 GMT

The only PDF you can attach -- sometimes -- is a detail record of stock transactions in lieu of Form 8949.

TurboTax may or may not ask you for this attachment.

If it doesn't ask, you have to mail it in.

PDF files related to other forms or schedules are not supported.

This is really an IRS limitation.

@clayonthompson

Re: "Feedback"

Anonymous_ — Fri, 08 Jul 2022 16:34:40 GMT

@fanfare wrote:

The only PDF you can attach -- sometimes -- is a detail record of stock transactions in lieu of Form 8949.

No, not anytime. Although that may be the case with respect to personal versions of TurboTax, users are not prompted for this kind of attachment nor do the mailing instructions appear in TurboTax Business as they do in the personal versions.

Users can attach files with any combination of forms when they are prompted to attach a Form 8453, but whether the IRS will process those forms is doubtful (and it probably goes no further than the TurboTax servers).